Data Sheets

Order Management

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2 Order Management With the touch of a bu on, generate orders from within the Sage Intacct system using quotes from Salesforce. Key Features Automate and Streamline Automatic order creation from quotes Ensure accuracy and save time by eliminating data reentry. Order management document generation Easily create quotes, sales orders, back orders, invoices, returns, credit memos, debit memos, and more—and rapidly deliver them via email. Calculations Easily compute discounts, shipping, handling, and other charges for each document using flexible subtotaling. Best practices templates Process quotes, orders, invoices, credit memos, returns, and shippers using workflows from supplied templates. Or configure your own to fit your business model—no programming required. Streamlined services and billing processes Automatically create services invoices from order fulfillment. Defined prices and discounts Configure different pricing schedules for customer groups or individuals by time periods, products, or entire product lines. Flexible pricing options Work with virtually any pricing structure—from simple fixed prices to a series of price schedules.

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